+599.7%
CCJ vs ETSY
+134.9%
+464.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.8% | +6.0% | +1.8% |
| 7D | +5.9% | -10.9% | +16.9% | +7.3% |
| 30D | +4.7% | -14.9% | +19.6% | +6.5% |
| 3M | -3.3% | +5.8% | -9.1% | -4.2% |
| 6M | -7.0% | +29.1% | -36.1% | -10.3% |
| YTD | +11.5% | +31.3% | -19.9% | +6.9% |
| 1Y | +32.3% | +25.1% | +7.2% | +26.7% |
| 3Y | +176.8% | +8.5% | +168.4% | +163.2% |
| 5Y | +351.8% | -66.1% | +417.9% | +371.9% |
| 10Y | +1,080.5% | +410.3% | +670.2% | +832.5% |
| All | +599.7% | +134.9% | +464.8% | +424.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ETSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling